December 2013 | Sharpe Group

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Archive for December, 2013

What’s Wrong With Focusing on Bequest Intentions From 40-Year-Olds?

Posted December 1st, 2013

by Russell James  Professor Russell James, J.D., Ph.D., CFP® of Texas Tech University is responsible for the university’s on-campus and online graduate program in charitable financial planning. This month’s article is the second in a three-part series highlighting new findings from his latest research into the demographics of charitable estate planning. See the first story here. Some recent …Read More

Generational Giving Revisited

Posted December 1st, 2013

Earlier this year a new study, “The Next Generation of American Giving,” provided an update to information originally gathered in 2010 about the charitable habits of multiple generations of donors: Generation Y (born 1981-1995), Generation X (born 1965-1980), Baby Boomers (born 1946-1964) and Matures (born 1945 or earlier). Commissioned by Blackbaud, conducted by Edge Research and authored by Sea Change Strategies, the …Read More

Respecting Donors Is Key to Gift Planner’s Success

Posted December 1st, 2013

 Catherine Heffernan is Manager of Major and Planned Giving at the American Association of University Women (AAUW) in Washington, D.C. Founded in 1881, AAUW has worked for over a century to promote equality and expand opportunities for women and girls through public policy initiatives, research on women’s issues and fellowships and grants for women pursuing advanced …Read More

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